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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,852 | $79,184+40.0% | $102,438+8.2% | $74,546+48.7% |
| Participation rate | 98.7% | 74.8%+24.0pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 18.63% | 54.95%-36.3pp | 29.37%-10.7pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $5,773 | $2,362+144.4% | $3,024+90.9% | $2,624+120.0% |
| Participant deferral / active EE | $9,136 | $4,414+106.9% | $5,054+80.8% | $4,347+110.1% |
| Admin fee / account holder | $1,724 | $2,001-13.9% | $9,448-81.8% | $1,944-11.3% |